Nicola R.
Love Truelink
Love Truelink. As a county conservator, it makes my life so much easier.

Families and professionals rely on True Link to help manage and protect the finances of the people they support.
True Link Financial (truelinkfinancial.com) has 588 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · Irvine, California
Excellent

Investments & Wealth · Calabasas, California
Excellent

Investments & Wealth · Orange, California
Excellent
Showing 447 reviews with 5 stars · Clear filters
Nicola R.
Love Truelink. As a county conservator, it makes my life so much easier.
Carla C.
Our agency has been using True Link for a few years. Using True Link has increased the independence of those who have developmental disabilities and are supported by our agency. It also decreases the staff workload by tracking expenditures and allowing access to funds to someone we may not see every day. I highly recommend their services to payees, guardians, and/or agencies looking for a better way to assist individuals with managing their finances.
The King's Masons I.
TruLink was a company recommended to me when I was given charge of a family member who needed her finances held in a Special Needs Trust. it has been a primary and invaluable tool that gives me a method to portion out monies carefully to that family member while keeping everything in compliance with government regulations. I have been totally satisfied with this system for 6 years thus far. and I can fully recommend it to other potential customers.
Debbie
As a trustee for a special needs person, TrueLink makes transfers of funds, automatic payments, documentation very easy. Having a debit card specific for special needs concerns has made a world of difference. It is easy to reach a live person if any concerns or questions pop up. Small downside - There is a small monthly fee and the debit card is preloaded, so that money is not earning interest.
Carole B.
efficiency. convenience and professionaism thank u
Maria F.
This has helped my mom dramatically! She is unable to manager her finances and with True Link we no longer have to worry that her information is being hacked and or losing her money.
JoAnn
Truelink has made helping my sister with special needs feasible. She has independence but I can block where she can spend money. I also know that she has enough money to buy food and won't go hungry...
JOANNA
I have this account for my sister and I am so pleased that we have a safe place for her funds with the greatest customer service. I highly recommend.